Everything You Need to Know About Microsoft Viva Sales

Data entry can be a real drag for salespeople. The time they spend on administrative tasks is time away from customer interactions. But that data is vital.

It’s important to capture customer orders, quotes, needs, and more. Lead and sales reporting help sales teams know where to direct their attention. Analytics also help drive more efficient ways of closing the deal.

Microsoft has taken up the mantle of this challenge of a new digital experience for sales teams – Microsoft Viva Sales is part of the “Viva” line of applications. These include things like Viva Insights for improved staff well-being, as well as Viva Learning for staff development.

The Viva apps natively integrate with MS Teams and the Microsoft 365 ecosystem. They include automation designed to eliminate boring tasks and enable more work engagement.

Viva Sales is a “CRM helper” application. We’ll go through some of the most commonly asked questions about the app, its features, and when you can get it.

What is Microsoft Viva Sales?

Viva Sales is an application that will provide sales and lead insights. These insights populate throughout Office 365 and Microsoft Teams. The app focuses on cutting unnecessary manual entries to give sellers more time to sell.

How Does Viva Sales Work? Is It a CRM?

Viva Sales is NOT going to replace your normal CRM platform. Instead, it connects to your CRM and other sales-related apps. It leverages the data from these connections. This makes it easier for salespeople to get the prospect data they need to enable their work.

Salespeople spend approximately 34% of their time on administrative tasks.

Viva Sales Basics

Some of the core advantages of Viva Sales are:

Eliminate Forms: Data entry for sales professionals is greatly reduced. This frees them up for more customer relationship building.
Powerful Data Leveraging: Viva Sales connects to several platforms. This includes non-Microsoft programs and CRMs. The integration allows salespeople to cross-reference data points and gain valuable insights.
AI-Driven Help: Salespeople will get prompts that are AI-driven. These suggestions and reminders help them along in the sales process with a lead.

Interconnected Interface

Microsoft Viva Sales provides sales-specific insights throughout the various M365 applications. Salespeople natively see important customer details, wherever they are, including in their Outlook Calendar or when in their Microsoft or non-Microsoft CRM.

Image courtesy of Microsoft

Viva Sales Features

Tag to Capture Sales Interactions

Tagging is also known as using someone’s “@name” to get their attention. Tagging is a popular software integration used throughout many cloud-based apps. It’s also used within Microsoft 365.

Salespeople can use the familiar tagging function to capture data from another M365 application for a prospect or customer. This includes adding someone to a list of customers by using a tag for their Viva Sales name. The system will capture contextual information on the lead or customer.

Collaborate

Viva Sales makes it easier than ever to collaborate with your team on a sales prospect or customer. You don’t have to chase down information to copy/paste into a message. Use that tagging function to populate lead information from Viva Sales in seconds.

Image courtesy of Microsoft

You can also easily edit or open a lead/customer record. No need to look for and open another app. The process gets you where you need to go in as few clicks as possible.

Call Summaries & Integrated Data

One thing customers and salespeople hate is a lack of understanding, for example, when a salesperson doesn’t know about a recent customer interaction.

This can happen when company communication systems store data from different sources separately, such as phone call messages in one place and a customer’s website chat session in another.

Viva Sales brings all that customer engagement data together into a single view. This allows the salesperson to see call summaries and capture call action items.

Download & Customise

Salespeople that prefer an Excel view of their contact list can get this from Viva Sales by downloading lead and customer lists and customising the application to their needs.

You can watch a video explaining the application on Microsoft’s site here.

Take Advantage of Microsoft Viva Automation

Microsoft built the Viva suite of digital experience apps for productivity. These apps help employees find information faster, feel more connected, and work more productively.

Now is the perfect time to explore those that have already launched and get ready for Viva Sales.

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